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Operator Task List in the Workflow Client
Advanced Operator Tasks
Advanced Task Actions for Operators
Operators can perform advanced operations in a Task List.
Jump
You can skip to, or jump to, a particular task in the Task List.

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Operator Task List in the Workflow Client
- Task List Overview
- General Operating Environment
- General Task Information
- Equipment Context
- Forms View
- Documents
- Operator Work Instructions
- Advanced Operator Tasks
  - Advanced Task Actions for Operators
    Operators can perform advanced operations in a Task List.
    - Access the Actions button
    - Refresh tasks
      Depending on your access permissions and client configuration, you can select either My Task List or Task Management view.
    - Add a comment to an expired task or task step
      When a task or task step has expired, you can enter a statement explaining the reason for the expiration.
    - Set a priority for a task or task step
      You can apply a numeric value for a task. This priority setting does not affect the execution of the workflow; it is used only for sorting and filtering within the Task List.
    - Cancel a task or task step
      Operators can cancel an entire task or an individual task step in the Task List.
    - Acquire a task step to perform
      You can acquire a task step when a workflow is running.
    - Release a task step
      You can release a task step from your list so that it can be acquired by another operator.
    - Jump to a task step in the Task List
      You can skip to, or jump to, a particular task in the Task List.
    - Reassign personnel for a task stepReassign a person or a class to another task step
      You can reassign a task step to a different person, as required, in the Task List.
    - Reassign a location for a task stepReassign equipment for a task step
      You can reassign a task step to different location or piece of equipment, as required, in the Task List.
    - Refresh
      You can refresh the Task List to view all of your running tasks.
    - Task/Task Step Expiration
      When a task or task step has expired, you can enter a statement explaining the reason for the expiration.
    - Priority
      You can apply a numeric value for a task. This priority setting does not affect the execution of the workflow; it is used only for sorting and filtering within the Task List.
    - Cancel
      Operators can cancel an entire task or an individual task step in the Task List.
    - Acquire and Release
      You can acquire a task step if it has not already been acquired by another operator, and then you can release it.
    - Jump
      You can skip to, or jump to, a particular task in the Task List.
    - Reassign
      You can reassign a task step to a different person, piece of equipment, or location, as required. This action is performed with an active, running workflow, and it affects only the selected task step.
- Task List Filter Actions
- Start Task
- Completed Task Information
- Electronic Signatures in the Task List
Best Practices

Jump

You can skip to, or jump to, a particular task in the Task List.

How Jump Works

Cancelled Task Steps

Using this feature, an operator can jump back to the beginning of a task or set of task steps to do a completed or cancelled task step again. A task then resumes execution from the jump point. For example, if step 1 and step 2 have completed, and step 3 is running, and you then jump back to step 1, then steps 1, 2, and 3 execute.

Skipped Task State

If a task step is selected in the later portion of a task, all uncompleted steps previous to the selected step are skipped and their status changes to Skipped.

Jump

How Jump Works

User Interface